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Showing 61 - 70 of 223 results for "ClearView 87"

Risk inflows marginally recover

ANNABELLE DICKSON  |  FRIDAY, 19 NOV 2021
... Plan For Life shows inflows jumped 5.1% to $16.9 billion. NobleOak led the growth with 70.8%, followed by AIA (18.9%), ClearView (7%), Zurich (5.6%) and TAL (5.1%). Meanwhile, BT/Westpac recorded a 20.2% decline and Resolution also experienced a slight ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
Two Centrepoint Alliance subsidiaries have adopted Iress' advice fee consent solution. Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

Consumers lose out on IP changes

KARREN VERGARA  |  MONDAY, 27 SEP 2021
Almost one third of Australians don't know what income protection covers and could potentially lose out from the significant life insurance reforms that are just days away. This is according to a survey from comparison website Finder, which canvassed ...

Hyperion Asset Management builds out team

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
The fund manager has appointed a head of risk and compliance, general executive, and research associate as it invests in its next stage of growth. Thomas Withers has joined as head of risk and compliance from Northcape Capital where he was in a similar ...

TAL releases income protection range

KARREN VERGARA  |  FRIDAY, 24 SEP 2021
Life insurer TAL launched three new offerings that aim to address fairness and sustainability of income protection products. Income Protection Enhance, Income Protection Focus, and Income Protection Assist are the three new products available from today. ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
After a year in the works, ClearView Wealth unveiled a new suite of life insurance products that come with significant changes to income protection. ClearView ClearChoice aims to address the shortcomings in existing solutions and meet the evolving needs ...

Former Regal FM portfolio manager banned

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
A former Regal Funds Management portfolio manager has been banned for five years after he manipulated the share price of Clearview Wealth. Dylan Rands was a dealer and portfolio manager at Regal Funds Management when he entered into 112 uncommercial ...

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
A week after selling its advice unit, ASX-listed ClearView has announced a strategic review of the business supported by its private equity shareholder. ClearView said the review's focus is to maximise shareholder value. It was announced after an evaluation ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
ClearView is divesting its financial advice business for $15.2 million to another ASX-listed firm. Centrepoint Alliance will acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The ...